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TirussVL
2021-08-27

how is the fundamental?

VMware Stock Slides as Growth of Cloud Business Disappoints<blockquote>云业务增长令人失望，VMware股价下跌</blockquote>

VMware shares are trading lower late Thursday after the enterprise software provider posted mixed re

VMware Stock Slides as Growth of Cloud Business Disappoints<blockquote>云业务增长令人失望，VMware股价下跌</blockquote>

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But investors may not have liked the component parts.<blockquote>截至7月30日的季度，VMware（股票代码：VMW）报告收入为31.4亿美元，与华尔街预期一致。但投资者可能不喜欢这些组成部分。</blockquote> License revenue, from the company’s traditional on premise software business,- was $738 million, up 3%, and ahead of the Street consensus forecast of $699 million. But subscription and software-as-a-service revenue—basically the company’s cloud business—was $776 million, up 23%, but below the Street consensus call for $790 million.<blockquote>来自该公司传统内部软件业务的许可收入为7.38亿美元，增长3%，高于华尔街普遍预测的6.99亿美元。但订阅和软件即服务收入（基本上是该公司的云业务）为7.76亿美元，增长23%，但低于华尔街普遍预期的7.9亿美元看涨期权。</blockquote> Investors likely would have preferred to see the two elements moving in the opposite directions, with revenue from the cloud, rather than from the on-premise business, the star.<blockquote>投资者可能更希望看到这两个要素朝着相反的方向发展，收入来自云，而不是来自内部业务（明星）。</blockquote> In an interview with Barron’s, VMware CFO Zane Rowe said the company thought it was a good quarter, but conceded that the subscription and software-as-a-service portion of the business were a little lighter than the Street had anticipated. He said that some more conservative customers facing renewals, particularly in Asian, chose to stick to a traditional perpetual license model rather than switch to the cloud. But he notes that the company continues to expect the cloud portion of the business to make up an increasing portion of its revenue mix.<blockquote>VMware首席财务官Zane Rowe在接受《巴伦周刊》采访时表示，该公司认为这是一个不错的季度，但承认该业务的订阅和软件即服务部分比华尔街预期的要轻一些。他表示，一些面临续订的更保守的客户，尤其是亚洲客户，选择坚持传统的永久许可模式，而不是转向云。但他指出，该公司仍然预计云业务在其收入组合中所占的比例将越来越大。</blockquote> As Rowe notes, there are reasons that investors prefer that customers adopt cloud-based versions of its software – it makes revenue more predictable, he says, and tend to make it easier to cross-sell new products.<blockquote>正如罗指出的，投资者更喜欢客户采用基于云的软件版本是有原因的——他说，这使收入更可预测，并且往往使交叉销售新产品更容易。</blockquote> The company said remaining performance obligations—a measure of future work—stood at $11.2 billion at quarter end, up 8% from a year earlier. The company said subscription and software-as-a-service annualized recurring revenue rose 26% to over $3.2 billion.<blockquote>该公司表示，截至季度末，剩余履约义务（衡量未来工作的指标）为112亿美元，同比增长8%。该公司表示，订阅和软件即服务年化经常性收入增长26%，超过32亿美元。</blockquote> Profits on a non-GAAP basis were $1.75 a share, ahead of the Street consensus at $1.64 a share. Under generally accepted accounting principles, the company earned $411 million, or 97 cents a share.<blockquote>非GAAP基础上的利润为每股1.75美元，高于华尔街普遍预期的每股1.64美元。根据公认会计原则，该公司盈利4.11亿美元，即每股盈利97美分。</blockquote> VMware is majority owned by Dell Technologies (DELL), which has announced plans to distribute its shares to current Dell holders. VMware said it expects the deal to close in early November. Dell this afternoon posted better-than-expected results for the quarter.<blockquote>VMware由戴尔科技公司(DELL)持有多数股权，该公司已宣布计划将其股份分配给当前的戴尔股东。VMware表示，预计该交易将于11月初完成。戴尔今天下午公布了好于预期的本季度业绩。</blockquote> Rowe notes that the company will meet with analysts and investors at the company’s VMworld customer event in October.<blockquote>Rowe指出，该公司将在10月份的VMworld客户活动上与分析师和投资者会面。</blockquote> In late trading, VMware was off 4.7%, to $151.40.<blockquote>尾盘交易中，VMware下跌4.7%，至151.40美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>VMware Stock Slides as Growth of Cloud Business Disappoints<blockquote>云业务增长令人失望，VMware股价下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVMware Stock Slides as Growth of Cloud Business Disappoints<blockquote>云业务增长令人失望，VMware股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-08-27 08:06\n\n</h4>\n</header>\n<article>\nVMware shares are trading lower late Thursday after the enterprise software provider posted mixed results for its fiscal second quarter.<blockquote>企业软件提供商VMware公布第二财季业绩好坏参半后，该公司股价周四晚间走低。</blockquote> For the quarter ended July 30, VMware (ticker: VMW) reported revenue of $3.14 billion, in line with Street estimates. But investors may not have liked the component parts.<blockquote>截至7月30日的季度，VMware（股票代码：VMW）报告收入为31.4亿美元，与华尔街预期一致。但投资者可能不喜欢这些组成部分。</blockquote> License revenue, from the company’s traditional on premise software business,- was $738 million, up 3%, and ahead of the Street consensus forecast of $699 million. But subscription and software-as-a-service revenue—basically the company’s cloud business—was $776 million, up 23%, but below the Street consensus call for $790 million.<blockquote>来自该公司传统内部软件业务的许可收入为7.38亿美元，增长3%，高于华尔街普遍预测的6.99亿美元。但订阅和软件即服务收入（基本上是该公司的云业务）为7.76亿美元，增长23%，但低于华尔街普遍预期的7.9亿美元看涨期权。</blockquote> Investors likely would have preferred to see the two elements moving in the opposite directions, with revenue from the cloud, rather than from the on-premise business, the star.<blockquote>投资者可能更希望看到这两个要素朝着相反的方向发展，收入来自云，而不是来自内部业务（明星）。</blockquote> In an interview with Barron’s, VMware CFO Zane Rowe said the company thought it was a good quarter, but conceded that the subscription and software-as-a-service portion of the business were a little lighter than the Street had anticipated. He said that some more conservative customers facing renewals, particularly in Asian, chose to stick to a traditional perpetual license model rather than switch to the cloud. But he notes that the company continues to expect the cloud portion of the business to make up an increasing portion of its revenue mix.<blockquote>VMware首席财务官Zane Rowe在接受《巴伦周刊》采访时表示，该公司认为这是一个不错的季度，但承认该业务的订阅和软件即服务部分比华尔街预期的要轻一些。他表示，一些面临续订的更保守的客户，尤其是亚洲客户，选择坚持传统的永久许可模式，而不是转向云。但他指出，该公司仍然预计云业务在其收入组合中所占的比例将越来越大。</blockquote> As Rowe notes, there are reasons that investors prefer that customers adopt cloud-based versions of its software – it makes revenue more predictable, he says, and tend to make it easier to cross-sell new products.<blockquote>正如罗指出的，投资者更喜欢客户采用基于云的软件版本是有原因的——他说，这使收入更可预测，并且往往使交叉销售新产品更容易。</blockquote> The company said remaining performance obligations—a measure of future work—stood at $11.2 billion at quarter end, up 8% from a year earlier. The company said subscription and software-as-a-service annualized recurring revenue rose 26% to over $3.2 billion.<blockquote>该公司表示，截至季度末，剩余履约义务（衡量未来工作的指标）为112亿美元，同比增长8%。该公司表示，订阅和软件即服务年化经常性收入增长26%，超过32亿美元。</blockquote> Profits on a non-GAAP basis were $1.75 a share, ahead of the Street consensus at $1.64 a share. Under generally accepted accounting principles, the company earned $411 million, or 97 cents a share.<blockquote>非GAAP基础上的利润为每股1.75美元，高于华尔街普遍预期的每股1.64美元。根据公认会计原则，该公司盈利4.11亿美元，即每股盈利97美分。</blockquote> VMware is majority owned by Dell Technologies (DELL), which has announced plans to distribute its shares to current Dell holders. VMware said it expects the deal to close in early November. Dell this afternoon posted better-than-expected results for the quarter.<blockquote>VMware由戴尔科技公司(DELL)持有多数股权，该公司已宣布计划将其股份分配给当前的戴尔股东。VMware表示，预计该交易将于11月初完成。戴尔今天下午公布了好于预期的本季度业绩。</blockquote> Rowe notes that the company will meet with analysts and investors at the company’s VMworld customer event in October.<blockquote>Rowe指出，该公司将在10月份的VMworld客户活动上与分析师和投资者会面。</blockquote> In late trading, VMware was off 4.7%, to $151.40.<blockquote>尾盘交易中，VMware下跌4.7%，至151.40美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/vmware-stock-earnings-revenue-51630012151\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VMW":"威睿"},"source_url":"https://www.barrons.com/articles/vmware-stock-earnings-revenue-51630012151","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150964345","content_text":"VMware shares are trading lower late Thursday after the enterprise software provider posted mixed results for its fiscal second quarter.\nFor the quarter ended July 30, VMware (ticker: VMW) reported revenue of $3.14 billion, in line with Street estimates. But investors may not have liked the component parts.\nLicense revenue, from the company’s traditional on premise software business,- was $738 million, up 3%, and ahead of the Street consensus forecast of $699 million. But subscription and software-as-a-service revenue—basically the company’s cloud business—was $776 million, up 23%, but below the Street consensus call for $790 million.\nInvestors likely would have preferred to see the two elements moving in the opposite directions, with revenue from the cloud, rather than from the on-premise business, the star.\nIn an interview with Barron’s, VMware CFO Zane Rowe said the company thought it was a good quarter, but conceded that the subscription and software-as-a-service portion of the business were a little lighter than the Street had anticipated. He said that some more conservative customers facing renewals, particularly in Asian, chose to stick to a traditional perpetual license model rather than switch to the cloud. But he notes that the company continues to expect the cloud portion of the business to make up an increasing portion of its revenue mix.\nAs Rowe notes, there are reasons that investors prefer that customers adopt cloud-based versions of its software – it makes revenue more predictable, he says, and tend to make it easier to cross-sell new products.\nThe company said remaining performance obligations—a measure of future work—stood at $11.2 billion at quarter end, up 8% from a year earlier. The company said subscription and software-as-a-service annualized recurring revenue rose 26% to over $3.2 billion.\nProfits on a non-GAAP basis were $1.75 a share, ahead of the Street consensus at $1.64 a share. Under generally accepted accounting principles, the company earned $411 million, or 97 cents a share.\nVMware is majority owned by Dell Technologies (DELL), which has announced plans to distribute its shares to current Dell holders. VMware said it expects the deal to close in early November. Dell this afternoon posted better-than-expected results for the quarter.\nRowe notes that the company will meet with analysts and investors at the company’s VMworld customer event in October.\nIn late trading, VMware was off 4.7%, to $151.40.","news_type":1,"symbols_score_info":{"VMW":0.9}},"isVote":1,"tweetType":1,"viewCount":2178,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}